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CRM EXPRESS Features

Discover the comprehensive suite of tools and functionalities designed to help you streamline your processes, enhance customer relationships, and drive business growth. Explore the powerful features of CRM EXPRESS below.

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Everything in One Place

  • CRM
  • Websites (free templates)
  • Checkout
  • Email
  • Automation
  • Funnel
  • Social Media Planner
  • Reputation Management
  • 24/7 Chat Support
  • Free Onboarding Call
  • Forms, Survey and Calendar
  • Reports and Analytics
  • Courses
  • Coaching
  • Memberships
  • Workflows
  • Landing Pages

Key features of CRM

All-in-One Inbox

Centralize your communications for unmatched efficiency.
Never miss a message, streamline interactions,
and elevate customer engagement effortlessly.

Integrated Payment Processing

Simplify your financials with integrated payments. Experience seamless transactions, enhanced cash flow management in one place.

Advanced Sales Pipeline CRM

Transform your customer relations. Manage leads, track sales, and gain insights, automation tools, detailed analytics all in one dynamic CRM system.

Email Marketing Revolution

Replace traditional platforms with our integrated tools. Craft impactful campaigns effortlessly, enhancing engagement and conversion rates.

SMS Marketing Integration

Integrate SMS for direct client communication. Boost response rates and customer connection with personalized, timely messages.

Social Media Management Simplified

Manage all social interactions in one dashboard. Increase engagement and maintain a strong online presence with ease

Efficient Appointment Scheduling

Streamline booking with our scheduling features. Simplify client meetings, enhance availability, and improve time management

Comprehensive Funnel Building

Create efficient funnels in one place.
Capture leads and convert more efficiently, boosting your sales strategy.

Streamlined Online Forms and Surveys

Gather valuable client insights easily. Create and manage forms and surveys, enhancing your data collection process.

Website and Landing Page Builder

Craft stunning websites and landing pages. Attract and retain more visitors with our user-friendly design tools.

Centralized Reputation Management

Take control of your online reputation. Monitor and manage reviews effectively, building trust and credibility.

Integrated Chatbot and Live Chat

Engage customers instantly. Offer real-time support, enhancing customer satisfaction and loyalty.

Check Out Some of Our Most POPULAR FEATURES in Action with CRM Express

  • Sales Pipelines

Never Let Any Opportunities Be Forgotten Or Wasted

Build an automated and consistent pipeline giving you all the structured lead data you need to funnel conversions. Easily customize your pipeline stages based on your sales cycle, lead channels, and business fulfillment operations.

  • Inbound & Outbound Calls

Pick a phone number & start dialing your contacts from our app or desktop!

Keeping everything under one roof and dashboard means keeping track of your calls too. Through our twilio technology partner, you’ll be able to make inbound calls straight from the desktop or mobile app. Track each and every inbound call with our in depth call reporting analytics.

 
  • Inbound & Outbound SMS

Text In & Out Seamlessly with CRM Express

Leverage the power of SMS with CRM Express to elevate your reactivation, nurture, and follow-up campaigns. With SMS’s higher open and reply rates compared to other communication channels, you can ensure your message gets noticed—and acted upon.

  • Funnels & Website Builder

Build Unlimited Funnels, Landing Pages, & Websites with CRM Express.

Drag & drop all of your website and CRM Express elements effortlessly with our intuitive page builder. Create stunning, mobile-friendly, and fast-loading funnels and websites directly within your CRM Express account. Connect your domains, and you’re ready to launch.

  • Affiliate Program

Start Your Own Affiliate Program with CRM Express & Boost Your Revenue.

Our vision behind the Affiliate Manager system is to provide a powerful affiliate management tool within your CRM Express account. This feature is designed to help you boost referrals and align with our mission of consolidating everything you need under one roof for seamless business management.

  • Team Calendars

Build Unlimited Calendars & Start Booking Appointments with CRM Express .

.Build team calendars, set up recurring appointments, collect custom information, sync seamlessly with Google and Outlook, require payments, and much more—all with CRM Express. Our robust calendar features are among the best on the market. Plus, we’ll assist you in setting up your calendar requirements when you sign up.

  • Course Builder

Build Unlimited Courses & Grow Your Memberships with CRM Express.

CRM Express replaces the need for multiple course-building software and third-party tools by providing an all-in-one solution for seamless remarketing and communication with your clients. Our course builder integrates perfectly with our workflows and page builder, delivering an exceptional experience for your clients and students. Additionally, our membership platform helps you market smarter and sell more, all from one powerful system. 

  • Reputation Management Software

Make Your Google Reviews Explode.

Collecting online reviews can be a challenge, but with CRM Express’s Reputation Management software, it’s easier than ever. Gain the insights and tools you need to improve your online presence and build a stellar reputation effortlessly.

Michael Torres
Michael Torres
CRM Express has exceeded our expectations. From scheduling appointments to automating our sales process, it handles everything effortlessly. The integration with Google Calendar and social media platforms is a bonus. I can’t imagine running our operations without it now.
Sarah Johnson
Sarah Johnson
CRM Express has completely revolutionized how we manage our clients and leads. The intuitive design and powerful automation tools have made our workflows seamless. I especially love the multi-channel communication feature—it’s a lifesaver. Highly recommend CRM Express for any business looking to scale!
James Miller
James Miller
We were juggling multiple platforms before switching to CRM Express, and now everything is so much easier. The ability to automate follow-ups and manage pipelines has saved us hours of manual work every week. The customer support team is also fantastic—always ready to help.
  • AI Content Generator

Make Artificial Intelligence an Essential Part of Your Business Toolkit with CRM Express .

Introducing the AI GPT-3 Powered Content Generator Tool in CRM Express—the ultimate solution for all your content creation needs. Say goodbye to endless hours of writing and researching, and say hello to fast, accurate, and high-quality content delivered in minutes. Streamline your workflows and supercharge your productivity with this cutting-edge feature.

  • Sales & Marketing Automation

Effortlessly Automate Tasks, Texts, Emails, and More with CRM Express Workflows.

Make your sales and marketing efforts more effective and efficient with CRM Express. Our software allows you to automate and manage every aspect of your sales, marketing, and nurture campaigns, ensuring seamless execution and maximum results. 

  • Integrate Your Lead Sources

Consolidate All Your Lead Sources in One Place with CRM Express.

With CRM Express’s Lead Integration Software, effortlessly manage all your lead sources in one place. Simply connect lead sources like Facebook Ads, integrate our web chat into your website, and embed forms onto any landing page. Streamline your lead management and boost your efficiency today.

  • SMS & Email Blasts

Powerful End-to-End Email Marketing Solution with CRM Express.

Simply select your contacts, craft your message, and choose to send it immediately or schedule a text or email blast—CRM Express makes it effortless. We also support email forwarding and custom-dedicated domains to ensure high email deliverability and reduce spam filtering. With our end-to-end email marketing solution, you can create stunning email newsletters, campaigns, and automation all in one centralized platform. 

  • Ringless Voicemail Drops

Save Time Prospecting & Send Ringless Voicemails To Your Database

Easily upload and send voicemails to your entire sales database with CRM Express, enabling you to follow up, nurture, and update your customers and leads effortlessly. This feature is a lifesaver for busy business owners! Send thousands of ringless voicemail drops directly to your contacts in just minutes. Reach both mobile phones and landlines in the United States and Canada, making voicemail messaging quick, efficient, and impactful. 

  • Contact Management

Collect Valuable Customer Data with CRM Express.

Keep all your customer contact details organized and up-to-date while gaining actionable insights into your business’s sales operations—all with CRM Express. Our drag-and-drop form builder makes it easy to collect and manage the client data you need for your funnels, operations, and onboarding processes, all from one seamless platform.

  • Facebook & Instagram Messaging

Manage Your Facebook & Instagram Conversations All in One Place with CRM Express.

With CRM Express, managing all your Facebook Business Page messages and Instagram DMs has never been easier. Keep every conversation organized in one place and ensure no lead ever falls through the cracks with our powerful Sales Inbox. 

Functionalities of CRM

Email

General

  1. Masking Sender Emails - From Name & Address
  2. Email Services Configuration - Reply & Forward Settings
  3. List of all outgoing system generated emails
  4. Filter Contacts by Email Stats and Enhanced Filtering Options!
  5. Introducing Enhanced Sub-Account Filtering:

MailGun

  1. Step-by-step guide to setting up Mailgun
  2. Mailgun Setup: GoDaddy Domain Setup
    MailGun Setup: HostGator Domain Setup
  3. Mailgun Setup: Namecheap Domain Setup
  4. Mailgun Setup: CloudFlare Domain Setup
  5. Mailgun Setup: Google Domain Setup
  6. Mailgun Setup - Siteground Domain Setup
  7. Mailgun API Key - Where to Find in Mailgun & Put in HighLevel
  8. Cold Email Inbound Setup Mailgun

Deliverability

  1. An Introduction To Email Deliverability
  2. A Step-by-Step Guide to Creating Custom Unsubscribe Links
  3. Workflow Action based on Email Event Clicked/Opened
  4. Why Are My Emails Going To Spam?
  5. What is Email Deliverability? - A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox
  6. Guest Tutorial: Deliverability Masterclass for HighLevel by Seven Figure Agency
  7. How List-Unsubscribe helps email deliverability
    Achieving Compliance: Meeting Google and Yahoo's Email Sender Requirements in 2024

LC Communication Billing

  1. How do I analyse my agency's spending on LC Communications?

Troubleshooting Email

  1. Email Error Library for supported SMTPs
  2. How to check logs for a specific email in Mailgun
  3. How to fix links in the email that do not open?
  4. When email replies are not showing up in Conversation
  5. LC Email / Mailgun replies not working when using WIX as the domain provider
  6. Troubleshooting Warning: Please contact your agency to change email settings
  7. Troubleshooting Email statistics
  8. How to send a test email in the Conversation
  9. Send Test Email Error in Campaign's Email step: An error occurred, please try again

SMTP Providers

  1. Setting Up SMTP Providers
  2. Setting alias for Google smtp
  3. Using SendGrid As The SMTP Provider
  4. Using Zoho as your SMTP Provider
  5. Why Can't I use My Free Email Address As The SMTP?
  6. Limitation of using SMTP when emails are not sending
  7. Hide The SMTP Setup Help Doc Link

LC Email

  1. What is LC Email?
  2. How to Migrate My Agency Over to LC - Email
  3. How to Set Up Unsubscribe Links for LC - Email
  4. What is email Bounce Suspension, and how to avoid it
  5. Email Authentication - DMARC
  6. How to Set Up a Dedicated Sending Domain (LC Email)
  7. SSL Certificate for Dedicated Sending Domain (LC - Email)
  8. How to enable and rebill LC Email Validation
  9. Dedicated Sending Domain Setup on Godaddy (LC Email)
  10. Dedicated Sending Domain Setup on Google Domain (LC Email)